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Brandywine Oak Private Wealth’s Cummins CMI Stock Holding History

Brandywine Oak Private Wealth’s Portfolio CMI Stock Details CMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$309K Hold
433
– – 0.02% 196
2026
Q1 		$233K Hold
433
– – 0.02% 212
2025
Q4 		$221K Buy
+433
New +$202K 0.02% 228

Other funds holding CMI

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.19B AUM 30.56% 1-Year Est. Return

Brandywine Oak Private Wealth's CMI Position: Q2 2026 in Review

Brandywine Oak Private Wealth held its Cummins (CMI) position steady in Q2 2026 at 433 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #196.

Brandywine Oak Private Wealth first reported a position in CMI in Q4 2025 and has held it in 3 quarters since. 638 funds tracked by Wall St. Rank hold CMI as of Q2 2026.

  • Brandywine Oak Private Wealth held 433 shares of Cummins worth $309K as of Q2 2026.
  • Brandywine Oak Private Wealth left its Cummins share count unchanged in Q2 2026.
  • Cummins made up 0.02% of Brandywine Oak Private Wealth's portfolio in Q2 2026, its #196 holding.
  • Brandywine Oak Private Wealth first reported a position in Cummins in Q4 2025 and has held it in 3 quarters since.
  • 638 funds tracked by Wall St. Rank held Cummins as of Q2 2026.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.